SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

TSMC Q2 Earnings July 16: Three CoWoS Signals That Test AI’s Spending Ceiling - Tech Times

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www.techtimes.com 2026-07-11 Tech Times

Sk hynix surges 13 percent after blockbuster Nasdaq debut - Korea JoongAng Daily

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www.koreajoongangdaily.com 2026-07-11 Korea JoongAng Daily

QuantumDiamonds sets up Asia HQ in Taiwan, installs first regional system at iST

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digitimes.com 2026-07-11

Backed by support from the European Chips Act, German quantum startup QuantumDiamonds has completed a financing round totaling EUR91 million (approx. US$104.1 million), a move expected to deepen its presence in the three major semiconductor markets and speed the rollout of diamond-based quantum sensing technology into wafer fabs worldwide.

Record chip profits mask a widening divide inside Samsung

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digitimes.com 2026-07-11

Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand are lifting overall earnings, while TVs, home appliances, and other end-device businesses remain under pressure.

Taiwan connector maker Bellwether turns high-current design into patent licensing moat

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digitimes.com 2026-07-11

Bellwether Electronic has evolved from a connector and wire harness manufacturer into a technology developer shaping industry standards and generating patent licensing revenue by focusing on customer challenges in high-current connectors, high-density integration and foolproof connector design, according to Bellwether Electronic chairwoman Hsu Jui-ying, speaking at the Taiwan Venture Capital and P

Taiwan Semiconductor Manufacturing (TSM) Could Be 9% Above Fair Value On Q2 Optimism - simplywall.st

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simplywall.st 2026-07-11 simplywall.st

SK Hynix Makes History: $26.5 Billion Nasdaq Debut - Dallas Express

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dallasexpress.com 2026-07-11 Dallas Express

PC Shipments Decline Amid Chip Shortage: HPQ, DELL, MSFT, AAPL A - GuruFocus

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news.google.com 2026-07-11 GuruFocus

S&P 500, Nasdaq End Week Higher Following Strong SK Hynix Debut — META, SKHVY, CRCL, BA, DAL In Focus - Yahoo Finance

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finance.yahoo.com 2026-07-11 Yahoo Finance